The Clio Advantage
All Firm Sizes
Mid-size and Large Firms
All Practice Areas
2018 Legal Trends Report
Read an in-depth analysis on the legal industry.
Download content from our legal resource library.
Watch educational presentations and talks with industry leaders.
In the practice of law, small changes can have a big impact.
News & Events
2019 Clio Cloud Conference
The best conference in legal is coming to California.
October 21-22, 2019
Our consultants are staff, not subcontractors, who know how law firms should operate. We specialize in law firm automation and processes. Are staff has education and degrees as paralegals, a CPA, and a project management.
In addition, our affiliation with Crosspointe Consulting Group provides us with increased resources and access to experience and information on a wider variety of software packages and industry knowledge to bring to your project.
How well is your software working for you? After 30 years of working in the industry, we’ve seen too many companies dump their software, and make a costly investment in a new program, never realizing that they had the functionality they needed all along.
At Software Analysis, our mission is to help your business maximize the use of your new and existing software to increase productivity and reduce administrative costs. We offer certified installation and consulting services for the most popular server-based and cloud-based billing, accounting and practice management software packages for law firms and small businesses.
With our Crosspointe affiliation, we are nationwide. Locally, we are available to go on site in Illinois, Indiana, Wisconsin, Michigan and Iowa. Other travel is also available.
Clio offers all you need to run a law practice from intake to invoice, with powerful tools for case management, client intake, document management, legal billing, calendars, time tracking, and trust accounting.
Manage your cases, contacts, and billing from anywhere—with intuitive time tracking, calendaring, unlimited document storage, and more.
Store your firm information in the cloud and keep your data safe with 256-bit encryption, multiple data backups, and a 99.9% uptime guarantee.
Clio connects with more software than any other legal practice management system.
Please note, Clio doesn't guarantee the service of any one consultant. We don’t necessarily review advisors' listings and we don’t recommend or guarantee the service provided by any one advisor – always perform your own due diligence and be comfortable with whomever you decide to partner with.
Clio Certified Consultant means that representative(s) have been assessed by Clio as proficient in the use and resale of the Clio application. Clio’s certification process does not assess any individual or advisor’s proficiency as an accountant, consultant, law firm advisor, etc.
Clio Certified Consultants are not employees of Clio.